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《大行報告》摩通:金沙(01928.HK)首季經調整EBITDA勝市場預期 指五一黃金周來臨籲「增持」
阿思達克 04-22 09:56
摩根大通發表報告表示,金沙中國(01928.HK)今年首季經調整贏率後EBITDA錄7,500萬美元,雖然增幅不大,但仍相當可觀,超過了市場原預期6,500萬美元,錄按季增長7%。

該行指金沙中國在非博彩旺季下放緩及運營支出正常化,但公司管理層對復蘇步伐的基調令人鼓舞,並認為結果相當不錯,並認為在「五一黃金周」來臨,在博彩中場正常化趨勢下,重申對金沙中國「增持」評級及目標價42.5元。

摩通認為,金沙中國首季業績鞏固,物業EBITDA升至1億美元(按季升113%),指首季經調整贏率後EBITDA錄7,500萬美元仍屬穩固,對比市場原預期6,500萬美元,較去年第四季的7,000萬美元按季升7%,並指公司首季優越中場復蘇勢頭良好,但指大眾中場業務的賭收惡化(按季跌20%,僅相當於2019年疫情前的20%水平)。

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